See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 15 · EIN 43-0345811 | Recordkeeping | $29,462 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,012 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,445 | $121,341-32.9% | $189,513-57.0% | $79,386+2.6% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.8%+6.2pp | 70.7%+23.3pp |
| Annual return | 14.16% | 21.08%-6.9pp | 555.15%-541.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $5,148 | $3,915+31.5% | $6,162-16.4% | $2,427+112.1% |
| Participant deferral / active EE | $2,047 | $6,395-68.0% | $8,221-75.1% | $4,046-49.4% |
| Admin fee / account holder | $208 | $651-68.1% | $12,045-98.3% | $626-66.8% |